Marcus sorted out my husband's retiree plan and my Part B date in one visit. We had been dreading this for months.
Reviews
What our clients say
Reviews from people across Central Indiana who worked with a Beacon advisor on turning 65, Supplements, Advantage and Part D.
Rating summary
4.9Based on 1,284 verified client reviews
- 5 star91%
- 4 star7%
- 3 star1%
- 2 star1%
- 1 star0%
Reviews are shared with permission and lightly edited for length. Individual experiences vary. Sample reviews for this demo website.
- Turning 65
- Part D
Priya ran my nine prescriptions through every plan and found one that saves me about $1,100 a year at the same Kroger.
- Advantage
Denise checked my cardiologist and my eye doctor before anything else. No pressure, just a clear side-by-side.
- Special Needs
Luis explained my mother's D-SNP in Spanish and helped set up her rides to dialysis. Very patient with our questions.
- Supplement
Showed me the rate history for each Plan G carrier. I picked the second-cheapest because its increases were steadier.
- Turning 65
The birth-month calculator got me started and the advisor call filled in the rest. Took two calls instead of one, but thorough.
- Supplement
Grace called the union benefits office with me so I would not lose my retiree dental. That alone was worth it.
- Advantage
Clear, calm and honest. They told me my current plan was still the best fit and did not try to switch me.
- Part D
My insulin moved tiers and Priya caught it during the fall review before I paid a cent more.
- Turning 65
Went to the library seminar, then booked a video call. Every question answered in plain English.
- Advantage
Helpful comparison of HMO and PPO plans for our situation. Wish the paperwork was shorter, but that is Medicare.
- Supplement
We winter in Arizona. Marcus explained why a Supplement made more sense for us than a local network.
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